CIBC Atlas Disciplined Equity Fund Institutional Class
AWEIX
NASDAQ
| Weiss Ratings | AWEIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | AWEIX-NASDAQ | Click to Compare |
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| Provider | CIBC Private Wealth Management | |||
| Manager/Tenure (Years) | Patricia A. Bannan (15), Brant Houston (12), James L. Farrell (3) | |||
| Website | http://https://private-wealth.us.cibc.com/ | |||
| Fund Information | AWEIX-NASDAQ | Click to Compare |
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| Fund Name | CIBC Atlas Disciplined Equity Fund Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | World Stock | |||
| Inception Date | Dec 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | AWEIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.55% | |||
| Dividend | AWEIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.45% | |||
| Asset Allocation | AWEIX-NASDAQ | Click to Compare |
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| Cash | 1.91% | |||
| Stock | 98.09% | |||
| U.S. Stock | 96.16% | |||
| Non-U.S. Stock | 1.93% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | AWEIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.68% | |||
| 30-Day Total Return | 2.80% | |||
| 60-Day Total Return | 2.30% | |||
| 90-Day Total Return | 7.35% | |||
| Year to Date Total Return | 7.07% | |||
| 1-Year Total Return | 11.64% | |||
| 2-Year Total Return | 35.88% | |||
| 3-Year Total Return | 50.10% | |||
| 5-Year Total Return | 71.52% | |||
| Price | AWEIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | AWEIX-NASDAQ | Click to Compare |
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| Nav | $33.30 | |||
| 1-Month Low NAV | $32.65 | |||
| 1-Month High NAV | $33.69 | |||
| 52-Week Low NAV | $26.96 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.43 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | AWEIX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 13.81 | |||
| Balance Sheet | AWEIX-NASDAQ | Click to Compare |
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| Total Assets | 1.75B | |||
| Operating Ratios | AWEIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.72% | |||
| Turnover Ratio | 14.00% | |||
| Performance | AWEIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.24% | |||
| Last Bear Market Total Return | -15.07% | |||